Uploading Supporting Documents
Overview
Supporting documents can be attached to a query to provide lenders with additional information and evidence.
Documents can be uploaded before submitting a query or when responding to an existing enquiry.
Uploading a Document
- Open the query.
- Select the Paperclip icon.
- Select Browse.
- Locate the document on your computer.
- Select the file.
- Click Upload.
The document will be attached to the query.
Uploading Multiple Documents
Multiple documents can be uploaded where required.
Ensure all files are relevant to the enquiry being raised.
Removing Documents
To remove an attached document:
- Select the red cross beside the file, or
- Select the Clear All icon.
Best Practice
Before submitting a query:
- Confirm all documents are relevant.
- Check documents are legible.
- Ensure confidential information has been reviewed.
- Creating a New Query
- Responding to a Lender Response
Related Articles
- Creating a New Query
- Responding to a Lender Response